MYCIO Wealth Partners’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

MYCIO Wealth Partners’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-4,306	Closed	-$212K	–	471
2019 Q2	$212K	Buy	4,306 +13	+0.3%	+$637	0.02%	291
2019 Q1	$209K	Buy	4,293 +100	+2%	+$4.83K	0.02%	270
2018 Q4	$201K	Buy	+4,193	New	+$202K	0.02%	261
2018 Q3	–	Sell	-4,129	Closed	-$202K	–	298
2018 Q2	$202K	Buy	4,129 +17	+0.4%	+$831	0.02%	261
2018 Q1	$201K	Buy	+4,112	New	+$200K	0.02%	237
2017 Q4	–	Sell	-4,050	Closed	-$200K	–	263
2017 Q3	$200K	Buy	+4,050	New	+$200K	0.02%	231
2017 Q2	–	Sell	-4,050	Closed	-$200K	–	259
2017 Q1	$200K	Buy	+4,050	New	+$200K	0.02%	236

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MYCIO Wealth Partners's VTIP Position: Q3 2019 in Review

MYCIO Wealth Partners sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2019, closing a stake of 4,306 shares — an estimated $212K sold.

MYCIO Wealth Partners first reported a position in VTIP in Q1 2017 and held it in 7 quarters. The position peaked at $212K in Q2 2019. 326 funds tracked by Wall St. Rank hold VTIP as of Q3 2019.

MYCIO Wealth Partners reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2019 after selling out during the quarter.
MYCIO Wealth Partners sold 4,306 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2019, an estimated $212K.
MYCIO Wealth Partners first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and held it in 7 quarters.
MYCIO Wealth Partners's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $212K in Q2 2019.
326 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2019.

Based on MYCIO Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.